Removing a Plan from a Record

In the same manner that plans allow you to assign a group of activities to a record as a single set, they also allow you to remove any incomplete activities associated with a plan as a single set.

Tip: This topic tells you how to remove any plan from a record. However, if working with action plans, you can also remove a plan from the Applied Contacts tab by clicking the Remove Applied Plan icon.

To remove a plan:

1. Open the record you want to work with. How?

   • Contact Record: From the Main Menu bar, go to Contacts > Contacts Summary. Click the contact's row to open their contact record.

   • Referral Record: From the Main Menu bar, go to Contacts > Referrals Summary. Click the referral's row to open their referral record.

   • Listing Record: From the Main Menu bar, go to Listings > Listings Summary. Click the listing's row to open the listing record.

   • Closing Record: From the Main Menu bar, go to Listings > Closings Summary. Click the closing's row to open the closing record.

2. From the specific detailed record screen (e.g. the Contact Record), click the Activities tab.

3. Click the Select Plans action link.

4. Clear the check box for the plan you want to remove from the record.

5. Click the Save button.

   The activities from each removed plan are reflected in the Activities tab.